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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

206 hedge funds and large institutions have $628M invested in Schwab US Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 105 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
5.51%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
21
Increased
105
Reduced
58
Closed
15
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$29.1M
2
FMP
2
Financial Management Professionals
Texas
$42.5M
3
KP
3
Keel Point
Alabama
$6.04M
4
Jane Street
4
Jane Street
New York
$4.75M
5
KF
5
Krilogy Financial
Missouri
$5.26M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.32M
2
Wells Fargo
2
Wells Fargo
California
$14.8M
3
LIM
3
Leavell Investment Management
Alabama
$5.75M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
BWM
5
BerganKDV Wealth Management
Minnesota
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
76
Frontier Wealth Management
Missouri
$1.64M +$137K +9,801 +9%
CA
77
Capital Advantage
California
$1.6M +$26.5K +1,893 +2%
GC
78
Grimes & Company
Massachusetts
$1.58M +$1.24M +88,428 +359%
VC
79
Vicus Capital
Pennsylvania
$1.53M +$66.8K +4,773 +5%
AMG
80
Asset Management Group
Connecticut
$1.52M +$304K +21,705 +25%
SFWA
81
Summit Financial Wealth Advisors
Louisiana
$1.43M -$743K -53,037 -34%
LYV
82
Live Your Vision
Pennsylvania
$1.38M +$34K +2,427 +3%
KIA
83
KCM Investment Advisors
California
$1.26M +$53.9K +3,852 +4%
HIC
84
Hartline Investment Corp
Illinois
$1.25M +$163K +11,604 +15%
IA
85
IFP Advisors
Florida
$1.21M +$1.09M +77,790 +891%
IF
86
Ironwood Financial
Arizona
$1.17M +$19.1K +1,368 +2%
WSTAM
87
Wilbanks Smith & Thomas Asset Management
Virginia
$1.15M -$559K -39,900 -33%
Ameriprise
88
Ameriprise
Minnesota
$1.11M +$29K +2,073 +3%
AA
89
Alesco Advisors
New York
$1.11M +$27K +1,926 +2%
MA
90
MCF Advisors
Kentucky
$1.06M +$61.3K +4,374 +6%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.05M -$2.36M -168,174 -69%
FC
92
Forte Capital
New York
$916K +$318K +22,689 +53%
PAG
93
Private Advisor Group
New Jersey
$875K +$43.9K +3,144 +5%
SFG
94
StrategIQ Financial Group
Indiana
$816K +$3.19K +228 +0.4%
FWP
95
FAS Wealth Partners
Kansas
$795K +$795K +56,754 New
AFG
96
Arkansas Financial Group
Arkansas
$793K – – –
BBPWM
97
Blue Bell Private Wealth Management
Pennsylvania
$782K +$11.4K +813 +1%
FBB
98
Fulton Breakefield Broenniman
Maryland
$747K +$52.1K +3,720 +7%
RWA
99
River Wealth Advisors
Pennsylvania
$738K +$292K +20,826 +65%
LBC
100
Lowe Brockenbrough & Co
Virginia
$727K +$33.4K +2,385 +5%
2 3
4
5 6